We're here for you Helping you pursue your life's goals

Teresa Jacobsen

Managing Director - Wealth Management

phone

203-705-4230
877-847-0934



phone

855-212-8371





address

UBS Private Wealth Management
750 Washington Boulevard
11th Floor
Stamford, CT 06901



Candid advice and solutions driven by my best thinking about market opportunity and risk

I'm passionate about helping my clients reach their financial goals with potentially greater success than they thought possible. For more than 26 years, I've been identifying and delivering on their behalf unique value in the marketplace.

In essence, when it comes to their overall wealth management, my clients always receive my best thinking-about where they are now and where they hope to be down the road. To me, there's no better foundation for building strong and enduring relationships, and for providing them with a source of comfort and confidence no matter what the market environment.

Local talent, nationally recognized:

  • In Barron's article- "Tapping Into the Full Power of ETFs"
  • In the Wall Street Journal article- "A Surprising Shelter"
  • One of the “Top 20 Advisors in Connecticut” in 2009

Terri Jacobsen has been recognized as an industry leader.

  • Forbes Top 200 Women Advisors, 2017
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
  • Barron's Top 100 Women Financial Advisors, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2017
  • Financial Times Top 400 Financial Advisers, 2014, 2017
  • REP. magazine and WealthManagement.com Top 50 Wirehouse Women, 2014
  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013



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